TOCQX
Price
$48.03
Change
+$0.63 (+1.33%)
Updated
Jun 6 closing price
Net Assets
467.53M
VSMPX
Price
$269.55
Change
+$2.84 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
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TOCQX vs VSMPX

Header iconTOCQX vs VSMPX Comparison
Open Charts TOCQX vs VSMPXBanner chart's image
Tocqueville
Price$48.03
Change+$0.63 (+1.33%)
VolumeN/A
Net Assets467.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
TOCQX vs VSMPX Comparison Chart
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TOCQX vs. VSMPX commentary
Jun 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TOCQX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. TOCQX (468M). VSMPX pays higher dividends than TOCQX: VSMPX (1.29) vs TOCQX (0.23). TOCQX was incepted earlier than VSMPX: TOCQX (38 years) vs VSMPX (10 years). TOCQX (1.35) is less costly to investors than VSMPX (0.02). TOCQX is a more actively managed with annual turnover of: 18.00 vs. VSMPX (2.00). TOCQX has a lower initial minimum investment than VSMPX: TOCQX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. TOCQX (0.43). VSMPX return over 5 years is better than : 81.02 vs. TOCQX (36.78).
TOCQXVSMPXTOCQX / VSMPX
Total Expense Ratio1.200.026,000%
Annual Report Gross Expense Ratio1.350.026,750%
Fund Existence38 years10 years-
Gain YTD1.4120.837169%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets468M1.82T0%
Annual Yield % from dividends0.231.2918%
Returns for 1 year0.4310.974%
Returns for 3 years11.7140.4029%
Returns for 5 years36.7881.0245%
Returns for 10 years48.29171.6428%
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